Asset Manager
← All Institutions
Finer Wealth Management, Inc.
Market Value
$224M
+12.9%
Holdings
91
+3
New Purchases
5
Added To
36
Closed
3
Reduced
33
Top 10 Concentration
55.1%
Turnover
8.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMD | 5.71% | 2.29% | +3.42% | $13M |
| CAT | 4.67% | 3.56% | +1.11% | $10M |
| LLY | 6.75% | 6.11% | +0.64% | $15M |
| INTC | 0.92% | 0.36% | +0.56% | $2M |
| MU | 1.00% | 0.47% | +0.53% | $2M |
| TSM | 2.37% | 1.89% | +0.48% | $5M |
| ASML | 1.46% | 1.08% | +0.38% | $3M |
| GOOGL | 5.56% | 5.19% | +0.37% | $12M |
| CSCO | 0.86% | 0.64% | +0.22% | $2M |
| SPCX | 0.18% | 0.00% | +0.18% | $408K |
| PANW | 0.12% | 0.00% | +0.12% | $268K |
| IYW | 0.11% | 0.00% | +0.11% | $248K |
| UNH | 0.40% | 0.30% | +0.10% | $904K |
| AMAT | 0.10% | 0.00% | +0.10% | $232K |
| GOOG | 0.93% | 0.83% | +0.10% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| T | 1.25% | 1.93% | -0.67% | $3M |
| MSFT | 5.34% | 6.01% | -0.66% | $12M |
| XONA.DE | 1.55% | 2.17% | -0.62% | $3M |
| WMT | 2.46% | 3.08% | -0.62% | $6M |
| META | 3.41% | 4.00% | -0.59% | $8M |
| CVX | 1.13% | 1.61% | -0.48% | $3M |
| CRM | 0.59% | 1.01% | -0.42% | $1M |
| VZ | 1.35% | 1.76% | -0.42% | $3M |
| PEP | 0.83% | 1.23% | -0.39% | $2M |
| MCD | 1.31% | 1.68% | -0.37% | $3M |
| PLTR | 0.99% | 1.30% | -0.32% | $2M |
| BTC | 0.00% | 0.25% | -0.25% | $0 |
| LMT | 0.43% | 0.64% | -0.22% | $952K |
| SCHW | 1.35% | 1.54% | -0.19% | $3M |
| GLD | 0.89% | 1.07% | -0.18% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 45 | $182M | 81.5% |
| Large Cap | 39 | $38M | 17.2% |
| Mid Cap | 2 | $590K | 0.3% |
| Small Cap | 2 | $437K | 0.2% |
| Micro Cap | 3 | $2M | 0.9% |
Portfolio Analytics
Avg Market Cap
$624.1B
Median Market Cap
$192.2B
Avg P/E
36.0
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
71
# ETFs / Funds
20
Top Holdings (91 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 8.60% | 66,516 | $19M | $289.36 | $2M | -1,827 | -2.7% | |
| 2 | NVDA | 7.30% | 81,613 | $16M | $200.09 | $2M | -1,157 | -1.4% | |
| 3 | LLY | 6.75% | 12,592 | $15M | $1,199.47 | $3M | -580 | -4.4% | |
| 4 | AMD | 5.71% | 21,980 | $13M | $580.91 | $8M | -292 | -1.3% | |
| 5 | GOOGL | 5.56% | 34,833 | $12M | $357.37 | $2M | -946 | -2.6% | |
| 6 | MSFT | 5.34% | 32,062 | $12M | $373.02 | $55K | -97 | -0.3% | |
| 7 | CAT | 4.67% | 9,816 | $10M | $1,064.94 | $3M | -143 | -1.4% | |
| 8 | AMZN | 4.66% | 43,752 | $10M | $238.34 | $1M | -570 | -1.3% | |
| 9 | META | 3.41% | 13,536 | $8M | $563.31 | -$296K | -309 | -2.2% | |
| 10 | JPM | 3.12% | 21,352 | $7M | $327.33 | $761K | +180 | +0.8% | |
| 11 | MRK | 2.61% | 45,368 | $6M | $128.50 | $374K | +13 | +0.0% | |
| 12 | WMT | 2.46% | 48,688 | $6M | $113.26 | -$595K | -468 | -0.9% | |
| 13 | TSM | 2.37% | 11,115 | $5M | $477.57 | $2M | +26 | +0.2% | |
| 14 | PG | 1.76% | 26,805 | $4M | $146.64 | $156K | +672 | +2.6% | |
| 15 | XONA.DE | 1.55% | 25,382 | $3M | $136.72 | -$835K | +7 | +0.0% | |
| 16 | ASML | 1.46% | 1,647 | $3M | $1,989.44 | $1M | +25 | +1.5% | |
| 17 | TSLA | 1.37% | 7,284 | $3M | $420.63 | $464K | +290 | +4.2% | |
| 18 | VZ | 1.35% | 71,192 | $3M | $42.34 | -$481K | +1,566 | +2.2% | |
| 19 | SCHW | 1.35% | 32,665 | $3M | $92.27 | -$33K | +246 | +0.8% | |
| 20 | MCD | 1.31% | 10,825 | $3M | $270.31 | -$396K | +137 | +1.3% | |
| 21 | T | 1.25% | 135,607 | $3M | $20.70 | -$1M | +3,899 | +3.0% | |
| 22 | IBIT | 1.23% | 82,763 | $3M | $33.29 | $13K | +11,389 | +16.0% | |
| 23 | CVX | 1.13% | 15,316 | $3M | $165.76 | -$652K | -107 | -0.7% | |
| 24 | KO | 1.00% | 27,638 | $2M | $81.27 | $144K | — | — | |
| 25 | MU | 1.00% | 1,944 | $2M | $1,154.47 | $1M | -817 | -29.6% | |
| 26 | PLTR | 0.99% | 18,893 | $2M | $116.67 | -$381K | +1,222 | +6.9% | |
| 27 | MO | 0.94% | 29,368 | $2M | $71.95 | $389K | +3,246 | +12.4% | |
| 28 | GOOG | 0.93% | 5,860 | $2M | $353.33 | $434K | +154 | +2.7% | |
| 29 | INTC | 0.92% | 14,757 | $2M | $139.63 | $1M | -1,553 | -9.5% | |
| 30 | GLD | 0.89% | 5,413 | $2M | $368.38 | -$125K | +488 | +9.9% | |
| 31 | CSCO | 0.86% | 16,334 | $2M | $117.46 | $651K | — | — | |
| 32 | PEP | 0.83% | 13,798 | $2M | $135.40 | -$565K | -1,870 | -11.9% | |
| 33 | RTX | 0.77% | 9,070 | $2M | $189.73 | $251K | +1,450 | +19.0% | |
| 34 | EIRL | 0.73% | 20,838 | $2M | $78.35 | $214K | +242 | +1.2% | |
| 35 | LQD | 0.63% | 12,914 | $1M | $109.07 | $1K | — | — | |
| 36 | AVGO | 0.61% | 3,643 | $1M | $377.75 | $106K | -462 | -11.2% | |
| 37 | CRM | 0.59% | 8,383 | $1M | $156.66 | -$691K | -2,352 | -21.9% | |
| 38 | IBB | 0.57% | 6,742 | $1M | $190.19 | -$66K | -1,245 | -15.6% | |
| 39 | SHY | 0.54% | 14,809 | $1M | $82.11 | -$214K | -2,504 | -14.5% | |
| 40 | BTI | 0.46% | 16,650 | $1M | $61.76 | $72K | +300 | +1.8% | |
| 41 | JNJ | 0.46% | 4,020 | $1M | $253.94 | $31K | -28 | -0.7% | |
| 42 | COST | 0.45% | 1,080 | $1M | $935.54 | $245K | +312 | +40.6% | |
| 43 | SPY | 0.44% | 1,331 | $994K | $746.86 | $135K | +10 | +0.8% | |
| 44 | GBTC | 0.44% | 21,771 | $991K | $45.52 | -$158K | — | — | |
| 45 | LMT | 0.43% | 1,869 | $952K | $509.46 | -$319K | -235 | -11.2% | |
| 46 | UNH | 0.40% | 2,175 | $904K | $415.64 | $310K | -19 | -0.9% | |
| 47 | XEL | 0.39% | 10,942 | $879K | $80.30 | $9K | — | — | |
| 48 | BAC | 0.37% | 14,511 | $827K | $56.98 | $62K | -1,170 | -7.5% | |
| 49 | DE | 0.31% | 1,086 | $689K | $634.07 | $3K | -131 | -10.8% | |
| 50 | CMS | 0.31% | 9,000 | $688K | $76.50 | -$10K | — | — | |
| 51 | GS | 0.30% | 671 | $679K | $1,011.48 | $108K | -4 | -0.6% | |
| 52 | SLV | 0.30% | 12,568 | $672K | $53.47 | -$173K | +168 | +1.4% | |
| 53 | ES | 0.30% | 9,190 | $664K | $72.27 | $52K | +352 | +4.0% | |
| 54 | ABBV | 0.27% | 2,410 | $607K | $251.68 | $102K | +92 | +4.0% | |
| 55 | ETHE | 0.26% | 46,225 | $590K | $12.76 | -$154K | +2,625 | +6.0% | |
| 56 | MSTR | 0.23% | 5,954 | $518K | $86.93 | -$222K | +25 | +0.4% | |
| 57 | IVV | 0.23% | 680 | $509K | $748.93 | $66K | +1 | +0.1% | |
| 58 | CNP | 0.22% | 11,050 | $487K | $44.04 | $10K | — | — | |
| 59 | SCHA | 0.22% | 13,370 | $483K | $36.13 | $33K | -2,104 | -13.6% | |
| 60 | VIG | 0.21% | 2,000 | $473K | $236.62 | $43K | — | — | |
| 61 | TXN | 0.20% | 1,523 | $454K | $298.07 | $76K | -425 | -21.8% | |
| 62 | HD | 0.20% | 1,278 | $451K | $352.72 | $32K | +4 | +0.3% | |
| 63 | BRK-B | 0.19% | 856 | $428K | $500.39 | $18K | — | — | |
| 64 | SCHG | 0.19% | 12,444 | $421K | $33.84 | $64K | +185 | +1.5% | |
| 65 | SPCX | 0.18% | 2,388 | $408K | $170.86 | — | +2,388 | — | NEW |
| 66 | KHC | 0.16% | 15,598 | $368K | $23.62 | $41K | +1,034 | +7.1% | |
| 67 | WKEY | 0.16% | 49,497 | $362K | $7.32 | $58K | — | — | |
| 68 | ET | 0.16% | 18,697 | $357K | $19.12 | -$124K | -6,248 | -25.1% | |
| 69 | NFLX | 0.16% | 4,986 | $356K | $71.40 | -$137K | -144 | -2.8% | |
| 70 | SCCO | 0.15% | 1,878 | $327K | $174.24 | $5K | +4 | +0.2% | |
| 71 | SO | 0.14% | 3,382 | $324K | $95.71 | -$2K | +11 | +0.3% | |
| 72 | LAES | 0.14% | 100,451 | $316K | $3.15 | $53K | — | — | |
| 73 | F | 0.13% | 21,355 | $297K | $13.90 | $139K | +7,659 | +55.9% | |
| 74 | DIS | 0.13% | 3,081 | $297K | $96.25 | -$15K | -156 | -4.8% | |
| 75 | APD | 0.13% | 994 | $292K | $293.28 | $2K | -2 | -0.2% | |
| 76 | BMY | 0.13% | 5,007 | $288K | $57.62 | -$15K | +5 | +0.1% | |
| 77 | PFE | 0.13% | 11,896 | $286K | $24.08 | -$29K | +653 | +5.8% | |
| 78 | IBM | 0.13% | 1,004 | $282K | $281.24 | $39K | — | — | |
| 79 | PANW | 0.12% | 785 | $268K | $341.02 | — | +785 | — | NEW |
| 80 | WFC | 0.12% | 3,187 | $263K | $82.64 | $10K | — | — | |
| 81 | SCHD | 0.12% | 8,195 | $260K | $31.71 | $6K | -82 | -1.0% | |
| 82 | USO | 0.11% | 2,358 | $251K | $106.44 | -$74K | -195 | -7.6% | |
| 83 | IYW | 0.11% | 984 | $248K | $252.23 | — | +984 | — | NEW |
| 84 | V | 0.11% | 685 | $235K | $343.16 | $7K | -69 | -9.2% | |
| 85 | AMAT | 0.10% | 321 | $232K | $723.00 | — | +321 | — | NEW |
| 86 | PM | 0.10% | 1,258 | $228K | $180.91 | $20K | — | — | |
| 87 | SPYM | 0.10% | 2,486 | $218K | $87.88 | — | +2,486 | — | NEW |
| 88 | UAMY | 0.05% | 16,668 | $121K | $7.26 | -$20K | +510 | +3.2% | |
| 89 | ISRG | —% | — | — | — | -$215K | -466 | -100.0% | SOLD |
| 90 | HBR | —% | — | — | — | -$238K | -20,000 | -100.0% | SOLD |
| 91 | BTC | —% | — | — | — | -$502K | -16,736 | -100.0% | SOLD |
Options Breakdown
1 Calls
$0 Call Value
0 Puts
$0 Put Value
Top Calls
| Symbol | Shares | Value | Status |
|---|---|---|---|
| MSTR | — | $0 | SOLD |